David Lerner Associates News, Syosset NY

David Lerner Associates News, Syosset NY

 

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12/29/2014
David Lerner Associates: Mutual Fund Basics
There are many mutual funds to choose from. The two most common types are stock mutual funds and bond mutual funds. Find out more in this article on Mutual Fund Basics.

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12/26/2014
David Lerner Associates: Retirement Planning Numbers for 2015
Every year the IRS adjusts retirement plans and IRA limits for inflation. Many of the limits eligible for a cost-of-living adjustment (COLA) have gone up for 2015. Some of the key numbers for 2015 are shown here.

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12/19/2014
David Lerner Associates: Mutual Fund Fundamentals
We often hear that an investment portfolio should include a mutual fund. But what exactly is a mutual fund?

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12/16/2014
David Lerner Associates: Comprehending Investment Terms and Concepts
When you decide to start investing it's always wise to understand what you're investing in. The better you comprehend the information you receive, the more comfortable you will be with the course you've chosen.

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12/12/2014
David Lerner Associates: Financial Considerations for Family Caregivers
Caring for your aging parents is not only an emotional burden it may also be a financial one. It will depend on how well off your parents are and how much caring for them costs.

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12/11/2014
David Lerner Associates: Managing Money and Marriage
Planning carefully and communicating clearly with your spouse are important, because the financial decisions that you make now can have a lasting impact on your future.

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12/05/2014
David Lerner Associates: Family Care Support and Services
Caring for your aging parents will be easier if you know what kinds of support and community services are available and where to locate them.

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12/03/2014
David Lerner Associates: National Family Caregivers Month
As National Family Caregivers month draws to a close this week, David Lerner Associates takes a look at the ways to prepare, in case you have to be a family caregiver in the future.

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11/21/2014
David Lerner Associates: Financially Speaking, Women and Men are Different
Women today have never been in a better position to achieve financial security for themselves and their families. What financial course will you chart?

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11/18/2014
David Lerner Associates: Choosing Which Financial Records to Keep
It is important to always keep critical documents and records safe and secure but accessible in a time of need. Particular documents and records are too vital to retain in an ordinary file drawer.

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11/05/2014
David Lerner Associates: Defining Qualified Education Expenses
The term "qualified education expenses" is utilized frequently in education circles, but it can mean numerous things depending upon the context. Find out more using this table.

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11/03/2014
David Lerner Associates: Rollovers
Use this rollover guide to help you decide where you can move your retirement dollars.

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10/29/2014
David Lerner Associates: 2015 Social Security and Medicare Figures
The Social Security Administration has announced the new figures that beneficiaries will receive for 2015.

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10/24/2014
David Lerner Associates: Social Security and Medicare
Many Americans now choose to continue working after age 65. Some do it for financial reasons and others because they just don't feel ready to retire.

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10/23/2014
David Lerner Associates: College Savings Plans: 529
Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today.

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10/21/2014
David Lerner Associates: The 2014 Social Security Trustees Report
The financial projections in this report indicate that even though the trust fund that finances Medicare's hospital insurance coverage will remain solvent until 2030 (four years beyond last year's projection), steps need to be taken to address Medicare's financial challenges.

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10/20/2014
David Lerner Associates Hosts Save for Retirement Week Seminars
October 19- 25 is National Save for Retirement Week. The purpose of this week is to raise public awareness about the importance of saving for retirement.

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10/18/2014
David Lerner Associates: Why Certain People Claim Social Security Benefits Early
There are many reasons people decide to claim Social Security retirement benefits at the earliest possible age of 62 according to a recent General Accounting Office report.

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10/09/2014
David Lerner Associates: A Retirement Income Roadmap For Women
It is essential to become involved in retirement planning even if you're married. Many women end up single at some time in their lives due to divorce or death of a spouse.

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10/06/2014
David Lerner Associates: Important Documents You Need for Estate Planning
There are five estate planning documents you may need, despite your age, health, or wealth. Read more about those documents and important estate planning tips.

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